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Colton from Custom Excel Spreadsheets presents a tutorial on creating a quote form for businesses. He begins by opening a blank spreadsheet and saving it to prevent data loss. Colton advises entering generic information at the top, such as the company name, address, phone number, and recipient details, to establish a reusable template. He emphasizes the importance of setting up a basic structure before focusing on formatting, noting that initial appearance is not a priority. The goal is to outline the necessary elements for the form, which can be refined later for a polished final product.